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Endowment Wealth Management, Inc.: PSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on PSP, newest first. How the timeline and the estimate are built.

Endowment Wealth Management, Inc. held 232,282 PSP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,282 shares
    Change vs previous 13F +5,597 shares

    5% of the 13F portfolio, value $12,938,100.

    13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 226,685 shares
    Change vs previous 13F +23,130 shares

    5.67% of the 13F portfolio, value $12,812,208.

    13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 203,555 shares
    Change vs previous 13F +10,673 shares

    6.27% of the 13F portfolio, value $13,653,247.

    13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 192,882 shares
    Change vs previous 13F +3,762 shares

    6.04% of the 13F portfolio, value $13,312,711.

    13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,120 shares
    Change vs previous 13F -1,153 shares

    6.71% of the 13F portfolio, value $13,020,905.

    13F-HR 0001214659-25-010931 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 190,273 shares
    Change vs previous 13F -8,711 shares

    7.84% of the 13F portfolio, value $12,190,809.

    13F-HR 0001214659-25-007253 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,984 shares
    Change vs previous 13F +5,134 shares

    8.93% of the 13F portfolio, value $13,286,215.

    13F-HR 0001214659-25-002251 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 193,850 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $13,224,400.

    13F-HR 0001214659-24-018481 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).